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Investment Centers of America’s Principal Financial Group PFG Stock Holding History

Investment Centers of America’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,436
Closed -$279K – 637
2017
Q1 		$279K Sell
4,436
-246
-5% -$15K 0.02% 485
2016
Q4 		$272K Buy
4,682
+213
+5% +$11.9K 0.02% 459
2016
Q3 		$229K Buy
+4,469
New +$209K 0.02% 458

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Investment Centers of America's PFG Position: Q2 2017 in Review

Investment Centers of America sold out of Principal Financial Group (PFG) in Q2 2017, closing a stake of 4,436 shares — an estimated $279K sold.

Investment Centers of America first reported a position in PFG in Q3 2016 and held it in 3 quarters. The position peaked at $279K in Q1 2017. 566 funds tracked by Wall St. Rank hold PFG as of Q2 2017.

  • Investment Centers of America reported no remaining Principal Financial Group position as of Q2 2017 after selling out during the quarter.
  • Investment Centers of America sold 4,436 Principal Financial Group shares in Q2 2017, an estimated $279K.
  • Investment Centers of America first reported a position in Principal Financial Group in Q3 2016 and held it in 3 quarters.
  • Investment Centers of America's Principal Financial Group position peaked at $279K in Q1 2017.
  • 566 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2017.

Based on Investment Centers of America's 13F filing for Q2 2017, filed 11 Aug 2017.